Filed December 4, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,665 | $59,402+24.0% | $93,654-21.3% | $74,546-1.2% |
| Participation rate | 90.7% | 59.7%+31.0pp | 68.7%+21.9pp | 67.2%+23.5pp |
| Annual return | -31.12% | 81.86%-113.0pp | 133.34%-164.5pp | 1366.03%-1397.2pp |
| Employer contribution / active EE | $12,782 | $1,265+910.7% | $2,421+428.0% | $2,624+387.1% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |